Switching CPAs

If It’s Time to Switch CPAs

Sometimes changing your CPA might be a good idea. Once you are ready to move, we can help make the transition work. Many of our clients have come to us in just these kinds of circumstances. We are sensitive to the dynamics of the situation and we find that, in most cases, professionalism and courtesy from all the parties enables a successful change.

Replacing a CPA Firm

Here are some helpful hints on transitioning from one accounting firm to another:

Allow enough time look at your calendar to see what and when financial items are due.

In most circumstances, once the current firm has been notified, we can work directly with them.

Provide the current firm with a list of data and documents you require. We can help with compiling this request.

Your current accounting firm will be bound by their regulatory body to cooperate with handing over data and materials.

If the current accounting firm refuses to cooperate or has gone out of business, we are able to help with establishing an opening position. Given the nature of small businesses, this is not an insurmountable problem.

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Running a business can be a daunting experience. Owning TLC Payroll and having many mutual clients with Leasa, I know she is there to be a steady guide through the complicated world of the IRS, corporate applications, and budgets. Leasa has provided a skillful and supportive climate in which to grow a new business. She makes time for you and helps you throughout your growing business. Leasa provides such great support, it will feel as if she is a partner with you during those crucial times. One could not ask for much more.